DUK Duke Energy Corp.
Duke Energy Corp. (DUK) Institutional Ownership
What the institutions did with DUK last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CapWealth Advisors, LLC | 215.2K | 48.5% |
| TOMPKINS FINANCIAL CORP | 81.3K | 18.3% |
| MassMutual Private Wealth & Trust, FSB | 23.0K | 5.2% |
| PARK NATIONAL CORP /OH/ | 13.7K | 3.1% |
| CX Institutional | 13.6K | 3.1% |
| DOLIVER ADVISORS, LP | 12.7K | 2.9% |
| BURKETT FINANCIAL SERVICES, LLC | 11.5K | 2.6% |
| Roxbury Financial LLC | 10.7K | 2.4% |
| NEVILLE RODIE & SHAW INC | 7.9K | 1.8% |
| Violich Capital Management, Inc. | 7.4K | 1.7% |
| EASTERN BANK | 6.8K | 1.5% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 5.5K | 1.2% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.7K | 1.1% |
| Versant Capital Management, Inc | 4.0K | 0.9% |
| Beacon Wealthcare LLC | 3.9K | 0.9% |
| Marotta Asset Management | 3.3K | 0.7% |
| Rosenberg Matthew Hamilton | 3.0K | 0.7% |
| First Citizens Financial Corp | 2.8K | 0.6% |
| Heartwood Wealth Advisors LLC | 2.6K | 0.6% |
| Partnership Wealth Management, LLC | 2.6K | 0.6% |
| Norman Fields, Gottscho Capital Management, LLC | 2.4K | 0.5% |
| ROCKLAND TRUST CO | 2.0K | 0.4% |
| Coastline Trust Co | 1.3K | 0.3% |
| Planning Strategies Inc. | 652 | 0.1% |
| GoalVest Advisory LLC | 285 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Increased | 7.2K | 13.6K | +6.4K |
| Beacon Wealthcare LLC | Increased | 1.8K | 3.9K | +2.2K |
| PRIVATE CLIENT SERVICES, LLC | Sold Out | 1.7K | 0 | -1.7K |
| CapWealth Advisors, LLC | Increased | 213.9K | 215.2K | +1.4K |
| Violich Capital Management, Inc. | Reduced | 8.2K | 7.4K | -825 |
| EASTERN BANK | Increased | 6.1K | 6.8K | +712 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 23.6K | 23.0K | -630 |
| TOMPKINS FINANCIAL CORP | Increased | 80.9K | 81.3K | +417 |
| Versant Capital Management, Inc | Reduced | 4.3K | 4.0K | -350 |
| ROCKLAND TRUST CO | Reduced | 2.3K | 2.0K | -316 |
| Marotta Asset Management | Reduced | 3.5K | 3.3K | -199 |
| PARK NATIONAL CORP /OH/ | Increased | 13.5K | 13.7K | +190 |
| BURKETT FINANCIAL SERVICES, LLC | Reduced | 11.7K | 11.5K | -139 |
| Norman Fields, Gottscho Capital Management, LLC | Reduced | 2.5K | 2.4K | -110 |
| Rosenberg Matthew Hamilton | Reduced | 3.1K | 3.0K | -91 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 5.6K | 5.5K | -84 |
| GoalVest Advisory LLC | Increased | 205 | 285 | +80 |
| Roxbury Financial LLC | Increased | 10.7K | 10.7K | +37 |
| DOLIVER ADVISORS, LP | Increased | 12.6K | 12.7K | +26 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 4.7K | 4.7K | -23 |
| Planning Strategies Inc. | Reduced | 653 | 652 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.